Latest Institutional Purchases of Phillips 66 (PSX)
This list provides information on the latest institutional transactions involving Phillips 66 (PSX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
65New |
$4.82K - $6.08K
|
65
$6.76K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
59+ 6.14% |
$4.38K - $5.52K
|
1.02K
$106K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
48New |
$3.56K - $4.49K
|
48
$4.99K
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6New |
$445 - $561
|
6
$624
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.44% |
$297 - $374
|
919
$95.6K
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
1+ 3.03% |
$74.2 - $93.6
|
34
$3.54K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$74.2 - $93.6
|
164
$17.1K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.71% |
$74.2 - $93.6
|
142
$14.8K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
501K+ 96.7% |
$40.6M - $55.3M
|
1.02M
$106M
|
|
Aug 15, 2022
Q2 2022
|
Arosa Capital Management LP
Ny, NY |
BUY
|
- |
110KNew |
$8.91M - $12.1M
|
110K
$11.4M
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
32.5KNew |
$2.63M - $3.58M
|
32.5K
$3.38M
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
26.3K+ 200.29% |
$2.13M - $2.9M
|
39.4K
$4.1M
|
|
Aug 15, 2022
Q2 2022
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
21KNew |
$1.7M - $2.32M
|
21K
$2.19M
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
10.2K+ 34.0% |
$826K - $1.12M
|
40.2K
$4.18M
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
8.36KNew |
$677K - $922K
|
8.36K
$870K
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8.26KNew |
$669K - $911K
|
8.26K
$860K
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
7.33K+ 22.56% |
$594K - $808K
|
39.8K
$4.15M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
7.3KNew |
$591K - $805K
|
7.3K
$760K
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.82KNew |
$471K - $641K
|
5.82K
$605K
|
|
Aug 02, 2022
Q2 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
4.69KNew |
$380K - $517K
|
4.69K
$488K
|
|
Aug 16, 2022
Q2 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
3.83KNew |
$310K - $422K
|
3.83K
$399K
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
3.75KNew |
$304K - $413K
|
3.75K
$390K
|
|
Aug 15, 2022
Q2 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
3.48KNew |
$282K - $383K
|
3.48K
$362K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.92KNew |
$237K - $322K
|
2.92K
$304K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$207K - $282K
|
2.56K
$266K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
2.52KNew |
$204K - $277K
|
2.52K
$262K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.47K+ 5.76% |
$200K - $273K
|
45.4K
$4.73M
|
|
Aug 12, 2022
Q2 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.33K+ 11.46% |
$189K - $257K
|
22.6K
$2.36M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.86K+ 10.91% |
$151K - $205K
|
18.9K
$1.97M
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.83KNew |
$148K - $202K
|
1.83K
$191K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.5KNew |
$121K - $165K
|
1.5K
$156K
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.05K+ 18.57% |
$85.4K - $116K
|
6.73K
$700K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
584New |
$47.3K - $64.4K
|
584
$60.8K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
493New |
$39.9K - $54.4K
|
493
$51.3K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
439New |
$35.6K - $48.4K
|
439
$45.7K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
346New |
$28K - $38.1K
|
346
$36K
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
289+ 1.07% |
$23.4K - $31.9K
|
27.3K
$2.84M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
200+ 3.62% |
$16.2K - $22.1K
|
5.72K
$595K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105New |
$8.51K - $11.6K
|
105
$10.9K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
89+ 0.81% |
$7.21K - $9.81K
|
11.1K
$1.15M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
82+ 6.83% |
$6.64K - $9.04K
|
1.28K
$133K
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
60+ 53.1% |
$4.86K - $6.62K
|
173
$18K
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
50New |
$4.05K - $5.51K
|
50
$5.2K
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
49+ 1.29% |
$3.97K - $5.4K
|
3.86K
$402K
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
44New |
$3.56K - $4.85K
|
44
$4.58K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$2.27K - $3.09K
|
4.94K
$514K
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
19New |
$1.54K - $2.09K
|
19
$1.98K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 9.57% |
$729 - $992
|
103
$10.7K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
90KNew |
$6.78M - $8.38M
|
90K
$9.36M
|